Side-by-side comparison

Compare investment strategies

Axiom 13F Equal-Weight Replica (Tech and AI) vs Pershing Square Style Basket with VIX Hedge and Dip Buys

What they hold

The latest holdings each source publishes. Simulated holdings come from a backtest; a stated mix is a target from the strategy's documents.

as of 2026-10-11

as of 2026-10-19

Asset mix

Stocks 67% · ETFs 33%

ETFs 66% · Stocks 34%

Top 5 holdings

QQQ32.7%
NVDA18.4%
TSM10.0%
ASML9.2%
MSFT7.2%
of 11 positions

SQQQ66.3%
GOOGL6.6%
HLT6.2%
CMG5.6%
QSR5.4%
of 10 positions

Overlap

The share of portfolio weight two strategies hold in common (strategies with published holdings).

	Axiom 13F Equal-Weight Replica (Tech and AI)	Pershing Square Style Basket with VIX Hedge and Dip Buys
Axiom 13F Equal-Weight Replica (Tech and AI)		5%
Pershing Square Style Basket with VIX Hedge and Dip Buys	5%

Every published figureShow 43 attributes

Each row is one exact variant (window and basis), so a value appears only where a source publishes it.

Classification

AI categories (Composer)

13f replication, concentrated growth, large-cap tech, nasdaq-100 exposure, semiconductors

13f clone, leveraged etfs, long/short, momentum, risk management, tactical allocation, volatility hedge

Asset classes / instruments

equities

Market-relative

Alpha vs SPY, out-of-sample (out-of-sample)

0.04

0.17

Beta vs SPY, out-of-sample (out-of-sample)

1.33

0.72

Correlation (R) vs SPY, out-of-sample (out-of-sample)

0.90

0.37

Trading activity

Annualized turnover, backtest period (backtest)

1.17

35.23

Annualized turnover, out-of-sample period (out-of-sample)

1.19

28.73

Daily win rate, backtest period (backtest)

55.13%

56.04%

Daily win rate, out-of-sample period (out-of-sample)

57.00%

50.39%

Backtest

Backtest final value (from $10,000)

$81k

$3.1M

Backtest regulatory fees

$5,695

Backtest slippage cost

$47k

Returns

Backtest length

1,890

2,095

Out-of-sample length

507

514

Return, backtest period (annualized) (backtest)

32.08%

99.40%

Return, backtest period (cumulative) (backtest)

706.59%

31k%

Return, out-of-sample period (annualized) (out-of-sample)

28.49%

26.33%

Return, out-of-sample period (cumulative) (out-of-sample)

65.75%

60.33%

Return, trailing 1 day (out-of-sample)

0.42%

3.13%

Return, trailing 1 month (out-of-sample)

4.47%

-0.60%

Return, trailing 1 week (out-of-sample)

-0.31%

3.60%

Return, trailing 1 year (backtest)

20.49%

7.75%

Return, trailing 1 year (out-of-sample)

21.46%

6.40%

Return, trailing 2 weeks (out-of-sample)

1.55%

4.94%

Return, trailing 3 months (out-of-sample)

7.19%

-4.77%

SPY annualized return over the backtest window (backtest)

15.93%

14.74%

Risk metrics

Calmar ratio, backtest period (backtest)

0.68

5.30

Calmar ratio, out-of-sample period (out-of-sample)

1.18

1.78

Maximum drawdown, backtest period (backtest)

-47.26%

-18.74%

Maximum drawdown, out-of-sample period (out-of-sample)

-24.20%

-14.79%

Sharpe ratio, backtest period (backtest)

1.12

2.26

Sharpe ratio, out-of-sample period (out-of-sample)

1.15

0.88

Sortino ratio, backtest period (backtest)

1.64

4.43

Sortino ratio, out-of-sample period (out-of-sample)

1.71

1.99

Standard deviation, backtest period (backtest)

28.34%

32.90%

Standard deviation, out-of-sample period (out-of-sample)

24.33%

32.02%

Quality

Community review status

ACTIVE

Holdings

Concentration (Herfindahl index, out-of-sample, as Composer reports it)

0.17

0.22

Construction

Logic complexity (node count)

352

Rebalance corridor width

10.00%

Rebalance frequency

none

Popularity

Remixes (copies)

Watchers

Axiom 13F Equal-Weight Replica (Tech and AI)

Pershing Square Style Basket with VIX Hedge and Dip Buys

Compare investment strategies

At a glance

Growth of $10,000

What they say: stated rules

What they hold

Overlap

Do the holdings back the rules?

Costs, access & sources

Compare investment strategies

At a glance

Growth of $10,000

What they say: stated rules

What they hold

Overlap

Do the holdings back the rules?

Costs, access & sources